This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $56K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| % of plan | |||
|---|---|---|---|
| MFS GROWTH EQUITY FUND CL L GREAT GRAY · EIN 38-4126293 / PN 596 | Common Collective Trust | $249K | 1.9% |
| ALLSPRING SPECIAL MID CAP VALUE CIT WELLS FARGO MUTUAL FUNDS · EIN 84-6615098 / PN 001 | Common Collective Trust | $247K | 1.9% |
| PUTNAM LARGE CAP VALUE TRUST IA PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | $210K | 1.6% |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | $171K | 1.3% |
| BLACKROCK MIDCAP GROWTH EQUITY FD C GREAT GRAY · EIN 38-4139851 / PN 629 | Common Collective Trust | $89K | 0.7% |
| — |
| OVERLAND PARK, KS |
| INVESTMENT ADVISOR |
| $43K |
| — |
